string(13) "markets-macro"

Macro

June 15, 2023

Over the ocean and far away

Insufficient shipping capacity is holding back Chinese auto exports. On Tuesday, authoritative industry rep Zuo Xinyu told a supply chain forum that Chinese auto brands were unable to ship over 1 million autos in 2022 due to limited shipping capacity. There is a lack of “roll-on/roll-off” or “ro-ro… Username Password Remember Me Forgot… Read More »

There is a lack of "roll-on/roll-off" or "ro-ro...

sources

Caixin: 中国汽车出口面临供应链问题

June 15, 2023

Protecting the business environment

A better business environment means a stronger economy. That was the message from macro planner (NDRC) deputy secretary-general Yuan Da at a State Council press conference on Wednesday. Some context: The presser comes on the back of a wave of high-level policies to improve the business environment, …

A better business environment means a stronger economy.
That was the message from macro planner (NDRC) deputy secretary-general Yuan Da at a State Council press conference on Wednesday.
Some context: The presser comes on the back of a wave of high-level policies to improve the business environment, ...

sources

SCIO: 国新办举行深化营商环境重点领域改革国务院政策例行吹风会

June 15, 2023

On Our Radar | Swings and roundabouts

The most important upcoming developments for policy and politics in China over the next month key developments econ and finance June macro data (mid-July) Li Qiang’s Summer Davos speech (June 27-29) foreign affairs Blinken’s China visit (June 18-19) Li Qiang’s trip to Germany and France (from Jun…

The most important upcoming developments for policy and politics in China over the next month
key developments
econ and finance

June macro data (mid-July)
Li Qiang's Summer Davos speech (June 27-29)

foreign affairs

Blinken’s China visit (June 18-19)
Li Qiang’s trip to Germany and France (from Jun...

June 15, 2023

Please put your suggestions in the box

Beijing is on the hunt for stimulus ideas. On Wednesday, Bloomberg reported that top officials have been meeting with business leaders and economists to get their thoughts on how to revive the economy. The deets: Citing unnamed sources, Bloomberg said officials have hosted at least six such gatherin…

Beijing is on the hunt for stimulus ideas.
On Wednesday, Bloomberg reported that top officials have been meeting with business leaders and economists to get their thoughts on how to revive the economy.
The deets: Citing unnamed sources, Bloomberg said officials have hosted at least six such gatherin...

sources

Bloomberg: China Convenes Urgent Meetings on Economy With Business Leaders

June 15, 2023

The list goes on

On Tuesday, the US Bureau of Industry and Security (BIS) added 43 entities – including 31 China-based entities – to its Entity List. Who got added: Mostly companies and organizations with little international name recognition, including: Shanghai Supercomputing Technology Luoyang Institute of Scie…

On Tuesday, the US Bureau of Industry and Security (BIS) added 43 entities – including 31 China-based entities – to its Entity List.
Who got added: Mostly companies and organizations with little international name recognition, including:

Shanghai Supercomputing Technology
Luoyang Institute of Scie...

sources

BIS: BIS Adds 43 entities under 50 entries to the Entity List in Response to Human Rights Abuses, Contributions to Ballistic Missile Programs, and Training People’s Liberation Army Pilots on Western Aircraft

June 15, 2023

In India for India

Times are getting tighter for Chinese tech companies operating in India. On Tuesday, India’s government announced that Xiaomi, Oppo, Vivo, and other Chinese handset companies will now require local equity partners. Background: India’s regulators have been putting the squeeze on Chinese mobile pho…

Times are getting tighter for Chinese tech companies operating in India.
On Tuesday, India's government announced that Xiaomi, Oppo, Vivo, and other Chinese handset companies will now require local equity partners.
Background: India's regulators have been putting the squeeze on Chinese mobile pho...

sources

Reuters: India agency sends notices to Deutsche, HSBC, Citi in Xiaomi royalty case

Economic Times: Government tells Chinese handset companies to get Indian equity partners

June 15, 2023

A token of affection

Big state-owned banks are dipping their toes in tokenizing financial assets. On Tuesday, SCMP reported that Bank of China’s HK subsidiary, BOC International, issued USD 28 million worth of tokenized securities on the Ethereum blockchain. BOC International’s deputy chief Ying Wang was all smil…

Big state-owned banks are dipping their toes in tokenizing financial assets.
On Tuesday, SCMP reported that Bank of China’s HK subsidiary, BOC International, issued USD 28 million worth of tokenized securities on the Ethereum blockchain.
BOC International’s deputy chief Ying Wang was all smil...

sources

SCMP: Bank of China unit issues digital securities on Ethereum blockchain in Hong Kong amid city’s virtual asset push

June 14, 2023

Heat waves been fakin’ me out

Officials in southern China are beginning to implement power-saving measures amid shortage fears. We’re only seeing the first signs here, but the current limited measures will likely pave the way for broader industrial production curbs soon. ICYMI: Central and provincial officials have been warnin…

Officials in southern China are beginning to implement power-saving measures amid shortage fears.

We're only seeing the first signs here, but the current limited measures will likely pave the way for broader industrial production curbs soon.

ICYMI: Central and provincial officials have been warnin...

sources

Reuters: China's southern cities call for power saving as grid stress increases

June 14, 2023

Credit problems

China’s central bank released May credit data late on Tuesday. The headlines: Net new total social financing (TSF) hit 1.6 trillion last month, versus the consensus forecast of RMB 1.9 trillion. Net new bank loans were RMB 1.4 trillion in May, lower than the forecasted RMB 1.6 trillion. Credit gro…

China’s central bank released May credit data late on Tuesday.
The headlines:

Net new total social financing (TSF) hit 1.6 trillion last month, versus the consensus forecast of RMB 1.9 trillion.
Net new bank loans were RMB 1.4 trillion in May, lower than the forecasted RMB 1.6 trillion.

Credit gro...

sources

PBoC: 2023年5月金融统计数据报告

Bloomberg: China Credit Demand Weakens In Fresh Sign of Waning Recovery

June 14, 2023

No child left behind

Beijing wants every child to enjoy an equal chance in Xi Jinping’s China. On Tuesday, the Party Central Committee and the State Council released guidelines for improving the public education system. The guidelines aim to addresses the yawning gaps in educational levels caused by unequally distribut…

Beijing wants every child to enjoy an equal chance in Xi Jinping's China.
On Tuesday, the Party Central Committee and the State Council released guidelines for improving the public education system.

The guidelines aim to addresses the yawning gaps in educational levels caused by unequally distribut...

sources

Gov.cn: 中共中央办公厅国务院办公厅印发《关于构建优质均衡的基本公共教育服务体系的意见》

June 14, 2023

Beijing means business in Middle East

China has spent the past six months making a major play to firm up relations with the Middle East. Chinese companies look set to benefit from those efforts. On Sunday and Monday, the biggest ever Chinese business delegation to Saudi Arabia attended the 10th Arab-China Business Conference in the capi…

China has spent the past six months making a major play to firm up relations with the Middle East.
Chinese companies look set to benefit from those efforts.
On Sunday and Monday, the biggest ever Chinese business delegation to Saudi Arabia attended the 10th Arab-China Business Conference in the capi...

sources

CGTN: Saudi Arabia announces plan to open modern China-Arab 'Silk Road'

DWNews: China's economic ambitions a huge draw for Saudi Arabia

NYT: Saudi Arabia and China Flaunt Growing Ties at Investment Forum

Source: Saudi Arabia announces billions of dollars in investment deals at Arab-China summit

Pages: 1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071727374757677787980818283848586878889909192939495969798991001011021031041051061071081091101111121131141151161171181191201211221231241251261271281291301311321331341351361371381391401411421431441451461471481491501511521531541551561571581591601611621631641651661671681691701711721731741751761771781791801811821831841851861871881891901911921931941951961971981992002012022032042052062072082092102112122132142152162172182192202212222232242252262272282292302312322332342352362372382392402412422432442452462472482492502512522532542552562572582592602612622632642652662672682692702712722732742752762772782792802812822832842852862872882892902912922932942952962972982993003013023033043053063073083093103113123133143153163173183193203213223233243253263273283293303313323333343353363373383393403413423433443453463473483493503513523533543553563573583593603613623633643653663673683693703713723733743753763773783793803813823833843853863873883893903913923933943953963973983994004014024034044054064074084094104114124134144154164174184194204214224234244254264274284294304314324334344354364374384394404414424434444454464474484494504514524534544554564574584594604614624634644654664674684694704714724734744754764774784794804814824834844854864874884894904914924934944954964974984995005015025035045055065075085095105115125135145155165175185195205215225235245255265275285295305315325335345355365375385395405415425435445455465475485495505515525535545555565575585595605615625635645655665675685695705715725735745755765775785795805815825835845855865875885895905915925935945955965975985996006016026036046056066076086096106116126136146156166176186196206216226236246256266276286296306316326336346356366376386396406416426436446456466476486496506516526536546556566576586596606616626636646656666676686696706716726736746756766776786796806816826836846856866876886896906916926936946956966976986997007017027037047057067077087097107117127137147157167177187197207217227237247257267277287297307317327337347357367377387397407417427437447457467477487497507517527537547557567577587597607617627637647657667677687697707717727737747757767777787797807817827837847857867877887897907917927937947957967977987998008018028038048058068078088098108118128138148158168178188198208218228238248258268278288298308318328338348358368378388398408418428438448458468478488498508518528538548558568578588598608618628638648658668678688698708718728738748758768778788798808818828838848858868878888898908918928938948958968978988999009019029039049059069079089099109119129139149159169179189199209219229239249259269279289299309319329339349359369379389399409419429439449459469479489499509519529539549559569579589599609619629639649659669679689699709719729739749759769779789799809819829839849859869879889899909919929939949959969979989991000100110021003100410051006100710081009101010111012101310141015101610171018101910201021102210231024102510261027102810291030103110321033103410351036103710381039104010411042104310441045104610471048104910501051105210531054105510561057105810591060106110621063106410651066106710681069107010711072107310741075107610771078107910801081108210831084108510861087108810891090109110921093109410951096109710981099110011011102110311041105110611071108110911101111111211131114111511161117111811191120112111221123112411251126112711281129113011311132113311341135113611371138113911401141114211431144114511461147114811491150115111521153115411551156115711581159116011611162